The User Access Management section of WebRater lets you view and manage all contacts registered under your brokerage office or branch.
From this section you can:
- Add a new user. This will automatically set them up with access to WebRater without the need to fill out a form. You only need their name and email to set them up and they will receive an activation code to get started.
- Edit a user. You can edit a colleague's name, role or position, and contact numbers.
- Activate a user. If a user is listed as inactive it means they haven't used WebRater for a period of time, or, they have exceeded the maximum number of password attempts. By re-activating a user, they will be sent an activation code that will allow them to access WebRater again.
- Remove a user. If a colleague no longer requires access to WebRater you can close their access. You will need to provide a reason for removal and nominate a colleague to whom any open risks will be reassigned.
Watch the below quick video demonstration on how to use the various User Access Management functionality.
